Fee Reports

Fee Reports

Generate financial reports for student fees, collections, and outstanding balances.

Time Required: 5-15 minutes Module: Fees, Invoicing User Role: Fees Admin, Accountant, Finance Manager

---

Table of Contents

1. Overview
2. Available Reports
3. Collection Report
4. Outstanding Report
5. Student Fee Statement
6. Export and Schedule
7. Field Reference
8. Troubleshooting

---

Overview

Fee reports provide insights into:

• Total fees collected
• Outstanding balances
• Payment trends
• Defaulter identification
• Revenue analysis

---

Available Reports

Report	Purpose	Audience
Collection Report	Total fees received	Finance
Outstanding Report	Pending payments	Admin
Student Statement	Individual fee history	Parents
Batch Fee Summary	Class-wise collection	Management
Daily Collection	Daily receipts	Cashier
Defaulter List	Overdue payments	Admin
Revenue Analysis	Income breakdown	Management

---

Collection Report

Generate Collection Report

1. Go to OpenEduCat > Fees > Reports > Fee Collection
2. Set filters:

Filter	Description
Date From	Report start
Date To	Report end
Course	Filter by course
Batch	Filter by batch
Payment Method	Cash/Online/Cheque

3. Click Generate Report

Report Contents

Section	Information
Summary	Total collected, count
By Date	Daily breakdown
By Course	Course-wise collection
By Method	Payment method split

Sample Output

Fee Collection Report
Period: August 2025

Summary:
- Total Collected: 5,00,00,000
- Transactions: 1,250
- Students: 1,180

By Course:
- B.Tech: 2,50,00,000
- BBA: 1,00,00,000
- BCom: 1,50,00,000

By Method:
- Online: 3,50,00,000 (70%)
- Cash: 1,00,00,000 (20%)
- Cheque: 50,00,000 (10%)

---

Outstanding Report

Generate Outstanding Report

1. Go to OpenEduCat > Fees > Reports > Outstanding Fees
2. Configure:

Filter	Description
As of Date	Balance date
Course	Course filter
Batch	Batch filter
Overdue Only	Show only overdue
Age Analysis	Show aging buckets

3. Click Generate

Aging Analysis

Bucket	Days Overdue
Current	Not due
1-30 Days	1-30 days overdue
31-60 Days	31-60 days overdue
61-90 Days	61-90 days overdue
90+ Days	Over 90 days

Report Contents

Column	Description
Student	Student name
Course	Program
Total Due	Full fee amount
Paid	Amount received
Balance	Outstanding
Due Date	Payment deadline
Overdue Days	Days past due

---

Student Fee Statement

Generate Statement

1. Go to OpenEduCat > Students
2. Open student record
3. Go to Fees tab
4. Click Print Statement

Or:

1. Go to OpenEduCat > Fees > Reports > Student Statement
2. Select student
3. Set date range
4. Click Generate

Statement Contents

Section	Information
Header	Student details
Summary	Total, paid, balance
Transactions	All fee movements
Payments	Payment history
Balance	Current outstanding

Sample Statement

Fee Statement
Student: John Doe (STU001)
Course: B.Tech Computer Science
Period: 2025-2026

Opening Balance: 0.00

Fees Charged:
Date        Description         Amount
01-Aug-25   Tuition Fee Q1     50,000
01-Aug-25   Lab Fee            5,000
01-Aug-25   Library Fee        2,000
                     Total:    57,000

Payments Received:
Date        Reference   Method    Amount
05-Aug-25   PAY/00123   Online    30,000
                        Total:    30,000

Closing Balance: 27,000.00
Status: Partially Paid

---

Export and Schedule

Export Reports

1. Generate any report
2. Click Export button
3. Select format:

Format	Use Case
PDF	Print, share
Excel	Analysis
CSV	Data import

Schedule Automatic Reports

1. Go to OpenEduCat > Configuration > Scheduled Reports
2. Create new schedule:

Field	Description
Report Type	Fee report type
Frequency	Daily/Weekly/Monthly
Recipients	Email addresses
Filters	Default parameters
Format	PDF/Excel

3. Click Activate

Dashboard Widgets

Add fee metrics to dashboard:

1. Go to Dashboard
2. Click Add Widget
3. Select fee KPIs:
   • Today’s Collection
   • Outstanding Amount
   • Overdue Count
   • Collection Trend

---

Field Reference

Report Filters

Field	Type	Description
date_from	Date	Start date
date_to	Date	End date
course_id	Many2one	Course filter
batch_id	Many2one	Batch filter
payment_method	Selection	Method filter

Collection Metrics

Field	Type	Description
total_collected	Float	Sum received
transaction_count	Integer	Payment count
student_count	Integer	Unique students
average_payment	Float	Mean payment

Outstanding Metrics

Field	Type	Description
total_due	Float	Total fees
total_paid	Float	Amount received
total_outstanding	Float	Balance due
overdue_amount	Float	Past due total
overdue_count	Integer	Overdue students

---

Troubleshooting

Report shows no data

Problem: Generated report is empty.

Solutions:

1. Verify date range has transactions
2. Check course/batch filters
3. Ensure invoices are confirmed
4. Verify user access rights

Totals don’t match

Problem: Report totals incorrect.

Solutions:

1. Check for cancelled invoices
2. Verify payment reconciliation
3. Check currency settings
4. Review filter parameters

Export failing

Problem: Cannot download report.

Solutions:

1. Check browser popup blocker
2. Reduce date range (smaller report)
3. Try different format
4. Check server storage

Scheduled report not sending

Problem: Automated reports not arriving.

Solutions:

1. Check email configuration
2. Verify recipient addresses
3. Check schedule is active
4. Review cron job logs

---

Related

• Generate Invoices
• Assign Fees to Students
• Online Payment
• Academic Reports